Alicia Martinez
Advisor at Difi Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Alicia Martinez is a financial advisor at DiFi Advisory in Salem, OR, with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, J.P. Morgan Securities, and Capstone Wealth Advisors. Outside of her advisory work, Martinez serves as an on-call victim advocate for the National Center for Victims of Crime, providing support and resources nationally. DiFi Advisory offers investment management and financial planning services for individuals, trusts, estates, and business entities. The firm uses a variety of analytical methods to tailor portfolios to clients’ goals and risk tolerance and provides written financial plans along with periodic account reviews.
Client services
Based on Difi Advisory
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Fee options
Financial planning flat fees ranging from $4,000 to $16,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.85% $5,000,001 - No Maximum: 0.70%
$250 to $300 per hour for financial consulting consultations
Fee-only: Financial planning flat fees from $4,000 to $16,000; consulting fees $250 to $300 per hour for 60-90 minute consultation
Location
Salem, OR
Most active in
Alicia M has reported serving >5 clients in these states in the last 12 months.
Oregon
Work history
Divergent Financial Advisory Services, LLC d.b.a DiFi Advisory
2021 - Present (5 years)
Capstone Wealth Advisors
2020 - 2021 (1 year)
Morgan Stanley Private Bank, N.A.
2018 - 2020 (2 years)
Morgan Stanley
2018 - 2020 (2 years)
Morgan Stanley
2018 - 2020 (2 years)
Waddell & Reed, INC.
2017 - 2018 (1 year)
Various Insurance Carriers for W & R Insurance Agencies
2017 - 2018 (1 year)
Waddell & Reed
2017 - 2018 (1 year)
UnEmployed
2017 - 2017 (1 year)
J.P. Morgan Securities
2012 - 2017 (5 years)
JPMORGAN Chase bank
2011 - 2017 (6 years)
JPMorgan Chase
2006 - 2017 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brenna J
CFP®
Salem, OR
Collective Wealth Planning
My work as a financial planner is grounded in two core values: growth and connection. I believe financial planning is most powerful when it helps people grow into the next chapter of their lives and reconnect with what matters most to them. I’ve lived in Oregon most of my life, have called Salem home since 2007, and have worked in financial planning since 2013. I bring both technical expertise and deep local knowledge to my work, particularly for retirees and Oregon public employees navigating complex benefit decisions. Money is both practical and emotional, so my approach runs in parallel: we work through the numbers and the human side of financial decisions. My role is not to dictate outcomes, but to serve as a facilitator and guide—helping clients co-create a financial plan that supports their values, priorities, and sense of purpose.
Danae J
CFP®, Series 66
Salem, OR
Capital Financial Planners
Mathew W
Series 65
Salem, OR
JH Advisors
Paul C
Series 66
Salem, OR
JGC Tax & Wealth Management
Katie F
Series 65
Salem, OR
JGC Tax & Wealth Management
Robert N
Series 66
Salem, OR
Capstone Wealth Advisors, LLC
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